Idex Corp
IEX- Exchange
- NYSE
- Industry
- Pumps & Pumping Equipment
- SEC CIK
- 0000832101
In the last 90 days, Idex Corp insiders filed 0 open-market purchases and 1 sale; 691 institutions reported holding it in 13F filings for Q2 2026, worth $17.0B in total; Weitz Investment Management is the only superinvestor holding it.
13F holders, Q4 2025
Institutional positions in Idex Corp as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 630
- +10 vs. Q3 2025
- Shares held
- 77.1M
- +1.62M (+2.1%) vs. Q3 2025
- Total value
- $13.7B
- +$1.46B (+11.9%) vs. Q3 2025
- New holders
- 95
- 195 more added
- Sold out
- 85
- 224 more reduced
14 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting IEX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 691 | $17.0B |
| Q1 2026 | 677 | $14.2B |
| Q4 2025 | 630 | $13.7B |
| Q3 2025 | 634 | $12.3B |
| Q2 2025 | 640 | $13.6B |
| Q1 2025 | 639 | $13.6B |
| Q4 2024 | 630 | $15.7B |
| Q3 2024 | 615 | $15.9B |
| Q2 2024 | 632 | $14.8B |
| Q1 2024 | 625 | $17.8B |
| Q4 2023 | 621 | $16.1B |
| Q3 2023 | 620 | $15.5B |
| Q2 2023 | 640 | $15.7B |
| Q1 2023 | 616 | $17.0B |
| Q4 2022 | 616 | $16.6B |
| Q3 2022 | 557 | $14.8B |
| Q2 2022 | 568 | $13.2B |
| Q1 2022 | 577 | $14.3B |
| Q4 2021 | 590 | $17.5B |
| Q3 2021 | 546 | $15.4B |
| Q2 2021 | 545 | $16.5B |
| Q1 2021 | 537 | $15.6B |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Idex Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Securian Asset Management, Inc | 1,949 | $346.8K | 0.01% | −1,543−44.2% | Reduced |
| Crossmark Global Holdings, Inc. | 1,947 | $346.4K | 0.00% | +18+0.9% | Added |
| Tectonic Advisors LLC | 1,937 | $344.7K | 0.02% | −40−2.0% | Reduced |
| Horizon Investments, LLC | 1,934 | $342.9K | 0.00% | +289+17.6% | Added |
| Prelude Capital Management, LLC | 1,760 | $313.2K | 0.02% | +1,760 | New |
| Brown Brothers Harriman & Co | 1,749 | $311.2K | 0.00% | +1,187+211.2% | Added |
| O'Shaughnessy Asset Management, LLC | 1,736 | $308.9K | 0.00% | −426−19.7% | Reduced |
| Smartleaf Asset Management LLC | 1,689 | $302.8K | 0.01% | −570−25.2% | Reduced |
| Gateway Investment Advisers LLC | 1,701 | $302.7K | 0.00% | +1,701 | New |
| Canada Post Corp Registered Pension Plan | 1,650 | $293.6K | 0.01% | +400+32.0% | Added |
| Stifel Financial Corp | 1,646 | $292.7K | 0.00% | −1,941−54.1% | Reduced |
| Ostrum Asset Management | 1,634 | $290.8K | 0.01% | −542−24.9% | Reduced |
| Dark Forest Capital Management LP | 1,613 | $287.0K | 0.01% | +1,613 | New |
| Meiji Yasuda Asset Management Co Ltd. | 1,602 | $285.1K | 0.01% | +1,602 | New |
| Estabrook Capital Management | 1,600 | $284.7K | 0.04% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 1,595 | $283.8K | 0.16% | +110+7.4% | Added |
| Numerai GP LLC | 1,573 | $279.9K | 0.03% | −60,740−97.5% | Reduced |
| Commonwealth Equity Services, LLC | 1,561 | $277.7K | 0.00% | +1,561 | New |
| Evergreen Capital Management LLC | 1,540 | $274.0K | 0.01% | +1,540 | New |
| Procyon Private Wealth Partners, LLC | 1,514 | $269.4K | 0.01% | −3−0.2% | Reduced |
| AssuredPartners Investment Advisors, LLC | 1,511 | $268.8K | 0.04% | +1,511 | New |
| Bahl & Gaynor Inc | 1,509 | $268.5K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,484 | $264.1K | 0.00% | +154+11.6% | Added |
| Capstone Investment Advisors, LLC | 1,478 | $263.0K | 0.00% | +1,478 | New |
| ICW Investment Advisors LLC | 1,474 | $262.3K | 0.10% | +46+3.2% | Added |
| FourThought Financial Partners, LLC | 1,471 | $261.8K | 0.02% | +40+2.8% | Added |
| Robeco Institutional Asset Management B.V. | 1,468 | $261.2K | 0.00% | −5,601−79.2% | Reduced |
| RMR Wealth Builders | 1,463 | $260.3K | 0.02% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 1,440 | $256.2K | 0.00% | +1,440 | New |
| Advisory Alpha, LLC | 1,410 | $250.9K | 0.01% | 00.0% | Unchanged |
| Beacon Financial Group | 1,405 | $250.0K | 0.02% | −368−20.8% | Reduced |
| Wallington Asset Management, LLC | 1,400 | $249.1K | 0.03% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 1,395 | $248.2K | 0.00% | +1,395 | New |
| EverSource Wealth Advisors, LLC | 1,390 | $247.4K | 0.01% | +122+9.6% | Added |
| OneAscent Investment Solutions LLC | 1,383 | $246.1K | 0.26% | 00.0% | Unchanged |
| Equitable Trust Co | 1,369 | $243.6K | 0.01% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 1,355 | $241.1K | 0.00% | +15+1.1% | Added |
| Manning & Napier Advisors LLC | 1,339 | $240.1K | 0.00% | +1,339 | New |
| Caerus Investment Advisors, LLC | 1,331 | $236.8K | 0.08% | +1,331 | New |
| Fiduciary Trust Co | 1,301 | $231.5K | 0.00% | −583−30.9% | Reduced |
| Washington Capital Management Inc | 1,300 | $231.3K | 0.19% | +1,300 | New |
| Krilogy Financial LLC | 1,184 | $231.2K | 0.01% | +1,184 | New |
| Claret Asset Management Corp | 1,299 | $231.0K | 0.03% | −3−0.2% | Reduced |
| Hantz Financial Services, Inc. | 1,288 | $229.0K | 0.00% | +292+29.3% | Added |
| Patton Fund Management, Inc. | 1,273 | $226.5K | 0.03% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 1,232 | $219.2K | 0.00% | +1,232 | New |
| Sheets Smith Wealth Management | 1,231 | $219.0K | 0.02% | +1,231 | New |
| Global Retirement Partners, LLC | 1,231 | $219.0K | 0.00% | +408+49.6% | Added |
| Checchi Capital Advisers, LLC | 1,230 | $218.9K | 0.01% | −135−9.9% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 1,200 | $213.5K | 0.00% | −12,563−91.3% | Reduced |
| Arthur M. Cohen & Associates, LLC | 1,200 | $213.5K | 0.03% | +1,200 | New |
| PFG Investments, LLC | 1,197 | $213.1K | 0.01% | +1,197 | New |
| Davenport & Co LLC | 1,194 | $212.5K | 0.00% | −575−32.5% | Reduced |
| EP Wealth Advisors, LLC | 1,178 | $209.6K | 0.00% | +1,178 | New |
| Rothschild Investment LLC | 1,157 | $205.9K | 0.01% | +1,102+2,003.6% | Added |
| Studio Investment Management LLC | 1,141 | $203.0K | 0.04% | +1,141 | New |
| Sovereign's Capital Management, LLC | 1,140 | $202.9K | 0.12% | −1,654−59.2% | Reduced |
| TCW Group Inc | 1,129 | $200.9K | 0.00% | +1,129 | New |
| GAMMA Investing LLC | 1,046 | $186.1K | 0.01% | +50+5.0% | Added |
| MeadowBrook Investment Advisors LLC | 1,021 | $181.7K | 0.15% | −6−0.6% | Reduced |
| Havemeyer Place LP | 975 | $173.5K | 0.03% | +975 | New |
| Quadrant Capital Group LLC | 973 | $173.1K | 0.01% | +215+28.4% | Added |
| Centerpoint Advisors, LLC | 958 | $170.0K | 0.05% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 911 | $162.1K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 879 | $156.0K | 0.00% | +285+48.0% | Added |
| Parallel Advisors, LLC | 872 | $155.2K | 0.00% | +208+31.3% | Added |
| Quarry LP | 869 | $154.6K | 0.03% | +869 | New |
| Ancora Advisors, LLC | 828 | $147.3K | 0.00% | +334+67.6% | Added |
| Huntington National Bank | 796 | $141.6K | 0.00% | −18−2.2% | Reduced |
| Farther Finance Advisors, LLC | 780 | $138.9K | 0.00% | +263+50.9% | Added |
| Banque de Luxembourg S.A. | 700 | $124.6K | 0.06% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 671 | $119.4K | 0.00% | −42−5.9% | Reduced |
| Quent Capital, LLC | 647 | $115.1K | 0.01% | +119+22.5% | Added |
| Dynamic Wealth Strategies, LLC | 634 | $112.8K | 0.07% | +39+6.6% | Added |
| Central Pacific Bank - Trust Division | 625 | $111.2K | 0.01% | +350+127.3% | Added |
| Covestor Ltd | 614 | $109.0K | 0.06% | +272+79.5% | Added |
| Employees Retirement System of Texas | 606 | $108.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 597 | $106.2K | 0.00% | +325+119.5% | Added |
| Northwestern Mutual Wealth Management Co | 582 | $103.6K | 0.00% | +298+104.9% | Added |
| Bessemer Group Inc | 580 | $103.0K | 0.00% | +3+0.5% | Added |
| Kestra Advisory Services, LLC | 577 | $102.7K | 0.00% | +577 | New |
| Signaturefd, LLC | 555 | $98.8K | 0.00% | −164−22.8% | Reduced |
| Acadian Asset Management LLC | 527 | $93.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 521 | $92.7K | 0.00% | +43+9.0% | Added |
| Osbon Capital Management LLC | 511 | $90.8K | 0.09% | +511 | New |
| Ecofi Investissements SA | 500 | $89.0K | 0.06% | −25,600−98.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 491 | $87.4K | 0.00% | −601−55.0% | Reduced |
| Turning Point Benefit Group, Inc. | 471 | $83.8K | 0.04% | −318−40.3% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 419 | $74.6K | 0.01% | −99−19.1% | Reduced |
| Orion Capital Management LLC | 413 | $73.5K | 0.02% | 00.0% | Unchanged |
| Essential Partners LLC | 407 | $72.4K | 0.02% | +233+133.9% | Added |
| Generali Asset Management SPA SGR | 406 | $72.2K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 408 | $72.0K | 0.00% | −5−1.2% | Reduced |
| Hollencrest Capital Management | 400 | $71.2K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 365 | $64.9K | 0.02% | +20+5.8% | Added |
| Tema ETFs LLC | 361 | $64.2K | 0.00% | +361 | New |
| Godsey & Gibb Associates | 325 | $57.8K | 0.01% | −325−50.0% | Reduced |
| Federated Hermes, Inc. | 319 | $56.8K | 0.00% | −3−0.9% | Reduced |
| Los Angeles Capital Management LLC | 332 | $56.5K | 0.00% | +332 | New |
| Central Trust Co | 281 | $50.0K | 0.00% | 00.0% | Unchanged |